Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,636,828
+$5,093,194 QoQ
Shares Held
40,028
-6.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#586
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Advisory Services Network, LLC holds $29,557,997 across 7 Healthcare Plans names. UNH ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
40,028 | $16,636,828 | |
| 2 | CVS |
CVS HEALTH Corp
|
59,879 | $6,194,473 | |
| 3 | HUM |
Humana Inc
|
4,125 | $1,638,528 | |
| 4 | CI |
Cigna Group
|
5,830 | $1,607,207 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
6,718 | $1,536,406 | |
| 6 | ELV |
Elevance Health, Inc.
|
3,869 | $1,496,250 | |
| 7 | OSCR |
Oscar Health, Inc.
|
15,719 | $448,305 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,636,828 | 40,028 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $11,543,634 | 42,661 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,387,352 | 58,730 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,578,504 | 56,700 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $17,361,436 | 55,651 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $17,523,096 | 33,457 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,600,714 | 30,840 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,126,241 | 31,002 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,788,072 | 31,002 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,960,142 | 26,198 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $11,987,187 | 22,769 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $12,058,703 | 23,917 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,797,087 | 22,464 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,633,737 | 20,385 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $10,244,131 | 19,322 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,311,920 | 18,438 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,688,558 | 16,916 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,146,761 | 15,975 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $7,855,976 | 15,645 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,402,366 | 13,826 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $4,493,331 | 11,221 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,033,978 | 10,842 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $4,397,522 | 12,540 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,303,356 | 13,803 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,945,542 | 13,377 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,527,215 | 10,134 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||